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Archiver > ROOTSMAGIC-USERS > 2012-03 > 1331515086


From: "Gary L. Roberts" <>
Subject: Re: [RMagic] Help for making a report for tax purposes
Date: Sun, 11 Mar 2012 20:18:06 -0500
References: <mailman.198.1331502867.11193.rootsmagic-users@rootsweb.com><4F5D52B6.70206@cox.net>
In-Reply-To: <4F5D52B6.70206@cox.net>


Are you sure that this is RMAGIC Related?

Gary

-----Original Message-----
From:
[mailto:] On Behalf Of BRCogburn
Sent: Sunday, March 11, 2012 8:35 PM
To:
Subject: [RMagic] Help for making a report for tax purposes

I sent this ticket to MechCad:

I'm trying to make a report showing individual monthly payments by payee and
sub category for charity deductibles for upcoming taxes. The category is
Charity Donations and the sub is Deductible. I've attached a report I used
to make in Microsoft Money to illustrate what I need. I really need it in
this format to be able to check for receipts, confirm that only deductibles
are included, and be able to easily retrieve the backup should I be audited.
I can't find a way to do it with any of the Category report options no
matter how I filter. None of the suggested knowledge base articles seem
remotely related to this question.

I submitted the ticket so I could send an attachment showing what I needed
and received the following answer below which seems to indicate that it's
not possible but suggests asking the Yahoo group. I have never been able to
access that group. Though I dislike Yahoo I did try once again to create an
account. They now require personal information which is entirely
unnecessary, (birthdate and gender) and I'm not willing to do that. Since I
can't send an attachment to groups, this is an example of what I need.

January Meals on Wheels
Bank Pay 50.00
Texas Womans
University Chk4094 _100.00_

Total 250.00

February Museum of Tolerance
Chk4250 150.00
Smile Train
Bank Pay _250.00_

Total 400.00

Etc. It's really very simple. If it's possible to do this kind of report
in Ace Money, I would really appreciate help on how to do it.

Barbara Cogburn

*
*

Date: 2012-03-10 18:36:14
Name: Goran Vuletic

*Message:*

Hello!

The closest I see you could get is the "Monthly spendings by subcategories",
and then click on a month column header to sort by it. You will then get the
sums per month.

Also, you can join AceMoney Yahoo group at
http://tech.groups.yahoo.com/group/acemoney/ and post your question there.
There are many experienced AceMoney users and group moderators who will be
happy to assist you.

Regards,
Goran Vuletic
MechCAD Software




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